Prove Your Portfolio: Best Practices in Equity Attribution

Presented by

Jack Shannon and Sneh Verma

About this talk

Equity attribution is the process of comparing portfolio performance to a pre-selected benchmark. It’s a crucial part of proving fund value, especially as interest rates and inflation rise. Join us as we breakdown our own analyses to show how you can run your own equity attribution within Morningstar Direct. Subjects to be discussed: - How high-performing funds are utilizing struggling growth stocks - How Morningstar research conducts its analysis - A step-by-step walkthrough of Equity attribution in Morningstar Direct Webinar Speakers: Jack Shannon, Senior Manager Research Analyst, U.S. Equity Strategies Sneh Verma, Customer Success Manager, Morningstar Direct

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